When it comes to wealth management, trust is everything. The decisions we make with our money affect not just our own lives, but the futures of our families, businesses, and communities. That’s why choosing the right financial partner is about more than just numbers—it’s about working with someone who understands your vision, respects your values, and helps you navigate the complexities of wealth with confidence and care.

My Approach: A Relationship, Not a Transaction

In my years of working with entrepreneurs, executives, and tech founders, I’ve learned that the best financial partnerships are built on deep understanding and long-term strategy. Every client I work with has a unique story—some have built companies from the ground up, others have successfully exited startups, and many are thinking about how to pass on their legacy to the next generation.

What they all have in common? They want a financial advisor who listens, guides, and aligns their wealth with their purpose. That’s exactly what I do.

My approach is deeply personal. I don’t believe in cookie-cutter financial plans. Instead, I take the time to:

• Understand your life goals, not just your investment
• Create a plan that reflects your values, whether that means growing your wealth, preserving it, or giving back.
• Offer clarity and confidence, so you feel empowered—not overwhelmed—by your financial

Why Work With Me?

I bring a unique blend of experience, education, and perspective to my work. With degrees from Oxford and Cornell, I have a strong foundation in financial analysis, strategy, and planning. But beyond that, I have spent my career working closely with high-achieving individuals—people who don’t just want to accumulate wealth, but want to make smart, intentional decisions that align with their bigger vision.

At Raymond James, I have access to the best resources, tools, and strategies to help my clients succeed. But more importantly, I offer something that can’t be found on a spreadsheet: trust, empathy, and a true partnership.

Let’s Build Something Meaningful

If you’re looking for an advisor who sees the bigger picture, who will take the time to understand what truly matters to you, and who will help you build a financial strategy that aligns with your dreams, let’s connect.

Wealth is not just about numbers. It’s about purpose, strategy, and having the right people in your corner. I’d love to be that person for you.